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Farther Finance Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Farther Finance Advisors’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.8M Sell
150,094
-5,981
-4% -$551K 0.1% 179
2026
Q2 		$14.2M Buy
156,075
+4,015
+3% +$353K 0.11% 159
2026
Q1 		$12.1M Sell
152,060
-12,421
-8% -$1.03M 0.11% 161
2025
Q4 		$13.6M Sell
164,481
-3,775
-2% -$309K 0.15% 123
2025
Q3 		$13.6M Sell
168,256
-56,562
-25% -$4.4M 0.2% 91
2025
Q2 		$16.8M Buy
224,818
+57,485
+34% +$3.99M 0.34% 55
2025
Q1 		$11.4M Buy
167,333
+166,869
+35,963% +$11.9M 0.29% 66
2024
Q4 		$33.1K Buy
464
+436
+1,557% +$31.4K ﹤0.01% 1861
2024
Q3 		$1.96K Buy
28
+10
+56% +$675 ﹤0.01% 2999
2024
Q2 		$1.2K Buy
+18
New +$1.15K ﹤0.01% 3005
2024
Q1 		– Sell
-10
Closed -$585 – 3728
2023
Q4 		$585 Buy
+10
New +$546 ﹤0.01% 2922

Other funds holding SPTM

MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Farther Finance Advisors's SPTM Position: Q3 2026 in Review

Farther Finance Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.8% in Q3 2026, selling an estimated $551K and leaving 150,094 shares worth $13.8M. The position accounts for 0.1% of the portfolio, ranked #179.

Farther Finance Advisors first reported a position in SPTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.8M in Q2 2025. 48 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Farther Finance Advisors held 150,094 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $13.8M as of Q3 2026.
  • Farther Finance Advisors sold 5,981 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $551K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.1% of Farther Finance Advisors's portfolio in Q3 2026, its #179 holding.
  • Farther Finance Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $16.8M in Q2 2025.
  • 48 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.